PLANNED GIVING.

Planned Giving

Helping deliver United Way services to the next generation. Your annual support can become a lasting legacy for years into the future.

Charitable Bequest

A charitable bequest is one of the easiest and most flexible ways that you can leave a gift to United Way of Pasco County that will make a lasting impact.

Benefits of a bequest

  • Receive an estate tax charitable deduction

  • Reduce the burden of taxes on your family

  • Leave a lasting legacy to charity

How a bequest works

A bequest is one of the easiest gifts to make. With the help of an attorney, you can include language in your will or trust specifying a gift to be made to family, friends or United Way of Pasco County as part of your estate plan, or you can make a bequest using a beneficiary designation form.

Here are some of the ways to leave a bequest to United Way

  • Include a bequest to United Way in your will or revocable trust

  • Designate United Way as a full, partial or contingent beneficiary of your retirement account (IRA, 401(k), 403(b) or pension)

  • Name United Way as a beneficiary of your life insurance policy

A bequest may be made in several ways

  • Percentage bequest - make a gift of a percentage of your estate

  • Specific bequest - make a gift of a specific dollar amount or a specific asset

  • Residual bequest - make a gift from the balance or residue of your estate

IRA Charitable Rollover

You may be looking for a way to make a big difference to help further our mission. If you are 70½ or older you may also be interested in a way to lower the income and taxes from your IRA withdrawals. An IRA charitable rollover is a way you can help continue our work and benefit this year.

Benefits of an IRA charitable rollover

  • Avoid taxes on transfers of up to $100,000 from your IRA to our organization

  • May satisfy your required minimum distribution (RMD) for the year

  • Reduce your taxable income, even if you do not itemize deductions

  • Make a gift that is not subject to the deduction limits on charitable gifts

  • Help further the work and mission of our organization

How an IRA charitable rollover gift works

  1. Contact your IRA plan administrator to make a gift from your IRA to us.

  2. Your IRA funds will be directly transferred to our organization to help continue our important work.

  3. Please note that IRA charitable rollover gifts do not qualify for a charitable deduction.

  4. Please contact us if you wish for your gift to be used for a specific purpose.

Contact us

If you have any questions about planning giving opportunities, please contact us. We would be happy to assist you. If you have been so generous as to include a bequest to United Way of Pasco County as part of your estate plan, please take the time to let us know. We would like to recognize you and your family for your generosity.